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Washington Mutual Invs Fund Cl F-1 Shs: (MF: WSHFX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$65.19 USD
+0.46 (0.71%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.17 | 29 |
| 3 months | 8.20 | 10 |
| 6 months | 11.07 | 37 |
| 1 Year | 25.68 | 24 |
| 3 Year | 10.40 | 9 |
| 5 Year | 13.60 | 29 |
| 10 Year | 11.29 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.34 |
| Bear Market (10/07 - 2/09) | -48.95 |
| Bull Market (2/09 - 3/21) | 737.37 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 21.09 |
| 5 Year | 12.41 |
| 10 Year | 10.91 |
| Since Inception | 11.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.12 | 1.95 | NA | NA |
| 2023 | 1.07 | 6.48 | -2.16 | 11.26 |
| 2022 | -1.97 | -11.27 | -6.08 | 11.59 |
| 2021 | 8.51 | 6.28 | -0.46 | 11.80 |
| 2020 | -21.54 | 16.42 | 5.83 | 11.37 |
| 2019 | 10.34 | 4.02 | 1.60 | 7.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.17 | 17.15 | -8.84 | 28.34 | 7.66 | 25.48 | -3.01 | 20.05 | 13.32 | -0.39 | 10.82 |
| % Total Return Rel to Index | -2.37 | -9.09 | 9.36 | -0.33 | -10.73 | -6.00 | 1.37 | -1.74 | 1.38 | -1.78 | -2.82 |
| % Total Return Rel to Peer | 2.36 | 1.86 | 1.94 | 4.00 | -0.54 | -0.15 | 4.54 | 2.64 | 1.99 | 2.82 | 1.93 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.39 | 0.92 | 0.78 | 0.78 | 0.84 | 0.84 | 0.81 | 0.81 | 0.75 | 0.71 | 0.68 |
| % Yield | 0.56 | 1.43 | 1.38 | 1.17 | 1.57 | 1.59 | 1.78 | 1.60 | 1.67 | 1.69 | 1.51 |
| Capital Gains ($) | 2.77 | 2.54 | 2.27 | 2.81 | 0.66 | 2.37 | 2.46 | 2.52 | 1.83 | 1.59 | 2.04 |
| Expense Ratio | 0.63 | 0.63 | 0.63 | 0.64 | 0.64 | 0.66 | 0.67 | 0.67 | 0.66 | 0.66 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%